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SC&H Financial Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

SC&H Financial Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Buy
+1,318
New +$208K 0.03% 158
2025
Q4 		– Sell
-1,581
Closed -$230K – 160
2025
Q3 		$230K Buy
1,581
+4
+0.3% +$560 0.04% 142
2025
Q2 		$213K Buy
+1,577
New +$197K 0.04% 149
2025
Q1 		– Sell
-1,618
Closed -$208K – 152
2024
Q4 		$208K Buy
+1,618
New +$210K 0.04% 144

Other funds holding ESGU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SC&H Financial Advisors's ESGU Position: Q2 2026 in Review

SC&H Financial Advisors opened a new position in iShares ESG Aware MSCI USA ETF (ESGU) in Q2 2026: 1,318 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: SC&H Financial Advisors previously reported a position in ESGU as recently as Q3 2025.

SC&H Financial Advisors first reported a position in ESGU in Q4 2024 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 863 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • SC&H Financial Advisors held 1,318 shares of iShares ESG Aware MSCI USA ETF worth $216K as of Q2 2026.
  • iShares ESG Aware MSCI USA ETF was a new SC&H Financial Advisors position in Q2 2026.
  • iShares ESG Aware MSCI USA ETF made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • SC&H Financial Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q4 2024 and has held it in 4 quarters since.
  • SC&H Financial Advisors's iShares ESG Aware MSCI USA ETF position peaked at $230K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.